VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,688 | -4.0% | 1,168 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $286,039 | +2.7% | 1,168 | 0.0% | 0.08% | -4.6% |
| Q1 2023 | $278,608 | -3.9% | 1,168 | 0.0% | 0.09% | -11.2% |
| Q4 2022 | $289,807 | +11.0% | 1,168 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $261,000 | -5.1% | 1,168 | 0.0% | 0.10% | -6.5% |
| Q2 2022 | $275,000 | -7.4% | 1,168 | 0.0% | 0.11% | +7.0% |
| Q1 2022 | $297,000 | -4.5% | 1,168 | 0.0% | 0.10% | -2.9% |
| Q4 2021 | $311,000 | +8.0% | 1,168 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $288,000 | -2.4% | 1,168 | -2.3% | 0.11% | -5.3% |
| Q2 2021 | $295,000 | +8.1% | 1,196 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $273,000 | +1.9% | 1,196 | 0.0% | 0.11% | -7.3% |
| Q4 2020 | $268,000 | +9.8% | 1,196 | 0.0% | 0.12% | -1.6% |
| Q3 2020 | $244,000 | +5.6% | 1,196 | 0.0% | 0.12% | -4.6% |
| Q2 2020 | $231,000 | -13.5% | 1,196 | -25.7% | 0.13% | -36.4% |
| Q1 2020 | $267,000 | -13.6% | 1,610 | 0.0% | 0.21% | +6.2% |
| Q4 2019 | $309,000 | +14.4% | 1,610 | 0.0% | 0.19% | +6.0% |
| Q3 2019 | $270,000 | -3.2% | 1,610 | +0.4% | 0.18% | -4.2% |
| Q2 2019 | $279,000 | -11.4% | 1,603 | -12.2% | 0.19% | -13.2% |
| Q1 2019 | $315,000 | +7.5% | 1,826 | 0.0% | 0.22% | -6.4% |
| Q4 2018 | $293,000 | -10.9% | 1,826 | 0.0% | 0.24% | +6.3% |
| Q3 2018 | $329,000 | +13.4% | 1,826 | 0.0% | 0.22% | +7.8% |
| Q2 2018 | $290,000 | +3.2% | 1,826 | 0.0% | 0.20% | +2.0% |
| Q1 2018 | $281,000 | 0.0% | 1,826 | 0.0% | 0.20% | +3.6% |
| Q4 2017 | $281,000 | – | 1,826 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |